How we handle exit & sale readiness
Value drivers
Identify what buyers in your sector pay for and what discounts value.
Normalise earnings
Document add-backs and owner costs so EBITDA holds up in due diligence.
Fix the leaks
Margin, debtor and working-capital improvements that lift value before sale.
Vendor due diligence
Find and fix issues before a buyer finds them.
Transaction support
Completion accounts, working-capital pegs and earn-out modelling.
Run your numbers
Who leads the work
One of our Australian CPA partners owns your relationship, leads board and investor conversations, and signs off the advice that matters.
Experienced CFOs and analysts with Big Four and Fortune 500 backgrounds build your forecasts, reporting and models, working to Australian business hours.
Connects to your accounting software and watches cash, margin, debtors and KPIs every day. It answers questions 24/7 and flags risks before month-end.
Mark O'Sullivan, CPA
Senior leadership roles at PwC, EY and Andersen. Works with clients across Australia, by video and in person by arrangement.
Pricing
Situation-specific work, such as a raise, sale preparation or turnaround, is usually scoped as a fixed-fee project, often alongside an ongoing CFO plan.
AI CFO Essentials
For owner-led businesses that need forward-looking numbers now.
- CFOAvatar AI CFO connected to your accounting software (Xero, MYOB, QuickBooks, NetSuite and others)
- Live dashboard: cash, margin, debtors, KPIs
- Rolling 13-week cash flow forecast
- Monthly CFO-reviewed management report
- Monthly review call with a senior CFO
- Ask CFOAvatar 24/7
Fractional CFO
A named CFO embedded in your business for set days each month.
- Everything in Essentials
- Budget, 3-way forecast and scenario models
- Board pack and attendance at board meetings
- Bank and lender reporting
- Pricing, margin and cost programs
- Australian CPA partner oversight
Strategic & Interim CFO
Capital raising, exit, turnaround or interim cover.
- Capital raising and investor data room
- Exit readiness and vendor due diligence
- Turnaround and ATO or lender negotiations
- Interim CFO cover during recruitment or leave
- Fixed fee or milestone pricing
Prices in AUD, exclusive of any applicable taxes. Start risk-free: if you're not satisfied in the first two weeks, you don't pay. No long lock-in contracts.
Frequently asked questions
How early should I prepare for sale?
Ideally 2–3 years. Value improvements need time to show in the numbers a buyer relies on.
What multiple will my business sell for?
It depends on sector, size, growth, margin quality and risk. Owner-dependency and customer concentration are the most common discounts.
What is a working-capital peg?
An agreed normal level of working capital delivered with the business at completion. Getting it wrong can cost you hundreds of thousands at settlement.
Do you replace my business broker?
No. We prepare and defend the numbers. Your broker runs the sale process.